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Leanne Infante

Financial Planning Consultant DipPFS in Surrey

A little bit about Leanne

As a financial planner, I am really passionate about helping people create the life and future they desire. To do this, I start by understanding your needs and motivations. This allows us to plan your journey, set specific goals and create a framework that is tailored to you. I have achieved the CII Level 4 Diploma in Regulated Financial Planning so you can be reassured that I am fully qualified and authorised by the FCA. I am also a qualified member of the Personal Finance Society which means I am committed to continue developing my skills and therefore, my services to you.

Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Location

Leanne Infante's location

  • Ash
    Aldershot
    GU12
    United Kingdom
Leanne Infante's location

Leanne is located in Aldershot and offers expert financial advice to suit your needs.

Leanne Infante's location

I also offer services in the following areas:

I also offer services in the following areas:

  • Surrey
  • Hampshire
  • Berkshire

More about me

It might be life changes that come with uncertainty, family planning or looking ahead to help shape retirement. I work across all areas and focus on you as an individual to help meet your needs and goals. My aim is to create strong, long-term relationships that pass through generations, helping families to create a legacy for years to come.

Outside of financial services, you will find me keeping active through Rugby and CrossFit. A challenge is something I crave, so who knows what is next on my list. I also love spending time at home with my husband and dog, Tess.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 16 January 2024.